Agency Technology Specialist

About Us:

At Synergy Wealth Solutions, we believe our people are our greatest asset. Our mission is to help financial advisors build meaningful businesses that create financial freedom for themselves, their families, and the clients they serve.

We are a relationship-driven firm that values collaboration, personal growth, integrity, and service. We invest heavily in the success of our advisors by providing the support, technology, coaching, and resources they need to thrive. Our culture is built around putting people first—whether that means serving our clients, supporting our advisors, or helping one another succeed as a team.

The Role:

We are seeking an Agency Technology Specialist who is passionate about helping people succeed through technology. This is a front-office, service-oriented role responsible for assisting advisors and team members with the effective use of the firm's technology platforms, digital tools, and business systems.

This position is ideal for someone who enjoys working directly with people, solving problems, and making technology approachable and practical. The right candidate is not simply a technical expert—they are a trusted resource who can build relationships, communicate clearly, and help others gain confidence in the tools that support their business.

As a full-time, in-office team member, you will serve as a key point of contact for advisor technology support, training, onboarding, and adoption initiatives.

What You'll Do:

Advisor Support & Technology Assistance

Provide in-person support for advisors and team members using firm technology platforms and business systems

Assist advisors with day-to-day technology needs, troubleshooting issues quickly and professionally

Serve as a visible and accessible resource by proactively engaging with advisors and identifying opportunities to help

Coordinate basic equipment setup, configuration, and technology maintenance

Support secure and compliant use of firm systems and digital tools

Training & Advisor Development

Train advisors on technology platforms, workflows, and best practices

Translate technical concepts into simple, practical guidance that advisors can immediately apply

Develop and maintain training materials, user guides, and support resources

Communicate updates, enhancements, and new technology initiatives in a clear and engaging manner

Identify opportunities for additional coaching based on advisor usage and adoption trends

New Advisor Onboarding

Support the onboarding process by introducing new advisors to firm technology systems and digital workflows

Ensure new advisors have access to necessary tools, resources, and training materials

Partner with leadership to create a smooth and positive onboarding experience

Help new advisors gain confidence in the systems that support their business growth

Collaboration & Continuous Improvement

Work closely with firm leadership to encourage technology adoption and process consistency

Monitor technology utilization and identify opportunities to improve efficiency and advisor experience

Recommend enhancements to training, communication, and support processes

Contribute to a culture of service, collaboration, and continuous improvement

What Makes You a Great Fit:

Bachelor's degree preferred, or equivalent experience in technology support, customer service, training, or a related field

Experience in a client-facing, advisor-facing, or customer support role

Strong interpersonal skills and ability to build trust with a wide variety of personalities

Ability to learn new technology platforms quickly and teach others effectively

Excellent communication, organization, and follow-through skills

Professional presence with a service-first mindset

Strong problem-solving abilities and attention to detail

Ability to manage multiple priorities in a fast-paced environment

A positive attitude and genuine desire to help others succeed

Core Competencies:

Customer Service Excellence

Technology Adoption & Training

Problem Solving & Critical Thinking

Adaptability & Continuous Learning

Collaboration & Teamwork

Initiative & Proactive Support

Accountability & Reliability

Why You'll Love It Here:

A people-first culture that genuinely invests in its team members

The opportunity to make a direct impact on advisor success and business growth

A collaborative environment where your ideas and contributions matter

Professional development and ongoing learning opportunities

A team that values relationships, integrity, service, and personal growth